Complex Prompts for Financial Services

Example Prompts within the financial profession can also be quite complex due to reasons similar to legal prompts. Here's an exercise for a financial use-case, wherein Claude is used to analyze tax information and answer questions. Just like with the legal services example, we've changed around the ordering of a few elements, as our solution prompt makes more sense with a different flow (however, other structures would also work). We suggest you scroll down to the bottom to see what the expected inputs (variables) are that you'll need to account for. Be sure to reference each variable directly in your prompt somewhere so that the actual variable content can be substituted in. Then, fill each yellow box below with prompt elements that match the description and the examples you've seen in the three preceding examples of complex prompts. Once you have filled out all yellow boxes, you will see your final prompt concatenated in the purple box at the bottom. Remember that prompt engineering is rarely purely formulaic, especially for large and complex prompts! It's important to develop test cases and try a variety of prompts and prompt structures to see what works best for each situation. Now let's concatenate it all together, put in our substitutions, and see it in action! Tip: Copy the YELLOW substituted prompt box and paste it into a text editor if you want to see the full prompt.